Caterpillar shares owned by JPL Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 14k | 477.17 |
| 2025-06-30 | $5.5M | 14k | 388.21 |
| 2025-03-31 | $4.4M | 12k | 366.44 |
| 2024-12-31 | $4.9M | 14k | 362.75 |
| 2024-06-30 | $3.5M | 10k | 333.11 |
| 2024-03-31 | $3.4M | 9.2k | 366.41 |
| 2023-12-31 | $2.4M | 8.1k | 295.68 |